Who is this for? 

The business owners who understand the importance of learning how to set up time saving systems and automations in their business!  The virtual assistants/online service providers who want to learn how to build their skillset to best service their clients!

How will this benefit your business?

Learning to Integrate and Automate

Reduces manual work by connecting different tools and automating tasks, increasing efficiency and minimizing human errors.

Calendar Management

Prevents scheduling conflicts, improves time blocking, and ensures teams and clients are aligned on deadlines and meetings, reducing wasted time.

Marketing and Sales

Creates structured systems for lead generation, follow-ups, and client engagement, ensuring a smoother pipeline and better conversion rates.

This Resource Includes:

12 Chapters · 36 Lessons

  1. 1

    Inbox Management

    1. (Included in full purchase)

      Full Inbox Overhaul

    2. (Included in full purchase)

      Schedule Send & Snooze

    3. (Included in full purchase)

      Filters in Gmail

    4. (Included in full purchase)

      Customizing Your Inbox View

  2. 2

    Calendar Management

    1. (Included in full purchase)

      Calendar Best Practices

    2. (Included in full purchase)

      Appointment Scheduling Link in Google Calendar

    3. (Included in full purchase)

      Calendar Management

  3. 3

    Integration & Automation Station

    1. (Included in full purchase)

      Set Asana to Automatically Notify a Slack Channel

    2. (Included in full purchase)

      Integrating Asana with Gmail

    3. (Included in full purchase)

      Integrating Slack & Asana: Amplify that Power girl!

    4. (Included in full purchase)

      Zapier Example: Automatic Email due to Failed Payment

  4. 4

    SOP Development

    1. (Included in full purchase)

      SOP Development

  5. 5

    Asana Specific

    1. (Included in full purchase)

      Automation Rule: Move task to "Done" once marked "Complete"

    2. (Included in full purchase)

      Privacy In Asana

    3. (Included in full purchase)

      The Magic of Forms in Asana

    4. (Included in full purchase)

      The Power of a Task Template in Asana

    5. (Included in full purchase)

      Asana - Turning a Task Into A Template

    6. (Included in full purchase)

      How to Export an Asana Project to Your Calendar

  6. 6

    Slack Specific

    1. (Included in full purchase)

      Deep Dive Into Slack

    2. (Included in full purchase)

      Leveraging External Connections in Slack (AKA: DM for free!)

  7. 7

    Google Workspace

    1. (Included in full purchase)

      Collaboration Within Google Docs

    2. (Included in full purchase)

      Deeper Look into Google Docs

    3. (Included in full purchase)

      Collaborating in Google Sheets

    4. (Included in full purchase)

      Building Blocks Features to Uplevel Your Google Docs Game

    5. (Included in full purchase)

      Track Expenses in Google Sheets

  8. 8

    Marketing & Sales Systems

    1. (Included in full purchase)

      Workflows

    2. (Included in full purchase)

      Flodesk Walkthrough

    3. (Included in full purchase)

      Segments in Email Marketing

    4. (Included in full purchase)

      Thinkific Overview

    5. (Included in full purchase)

      Lead Tracking

  9. 9

    ClickUp

    1. (Included in full purchase)

      ClickUp - Everything Tab

    2. (Included in full purchase)

      How to Set Up ClickUp for the First Time

    3. (Included in full purchase)

      Forms in ClickUp - Amplify Your Ops!

  10. 10

    CRM Walkthroughs

    1. (Included in full purchase)

      Indy CRM Walkthrough

  11. 11

    Miscellaneous

    1. (Included in full purchase)

      Miro Walkthrough (Customer Journey Mapping)

  12. 12

    Other Task Management Platforms

    1. (Included in full purchase)

      Xtiles Walkthrough

 

When you grab your instant access to the Toolbox Tips library below, you're committed to enhancing your ability to find the answers you need much quicker than scouring your pal Dr. Google & yelling at your friend chatGPT. Asana Automation → Saves Time & Reduces Human Error Calendar Management → Maximizes Productivity & Prevents Overwhelm How to Set Up ClickUp → Centralized Organization & Better Decision-Making Collaborating in Google Docs → Faster Turnaround & Improved Teamwork Inbox Management → Reduced Distractions & Faster Response Times Learning to Integrate and Automate → Increases Scalability & Operational Efficiency Marketing and Sales → Consistent Growth & Higher Revenue

$47.00

I'm Ready!